Estate Planning Legal Assistant

Build My Great Team • Fredericksburg, VA

2d • Onsite

About The Position

Join a close-knit team where your work directly supports families and helps guide clients through some of life’s most important decisions. Norton Pelt, PLC is a growing law firm in Fredericksburg, Virginia, known for thoughtful client service and a strong, team-oriented culture. With a team of 12, we work closely together, support one another, and take pride in delivering a level of care and attention that clients simply cannot find elsewhere … at any price. Our environment is collegial and supportive, with a genuine commitment to helping both our clients and our team members succeed. We believe in continuous learning and encourage growth not only within the firm, but also in our team members’ personal and professional lives. At Norton Pelt, we are building more than a workplace—we are building long-term careers and meaningful relationships. You are a professional who enjoys working directly with people and takes pride in guiding clients through meaningful and often personal decisions. Strong organization and attention to detail are paired with the ability to manage a structured process while maintaining clear, reassuring communication. You are comfortable learning new systems and processes, with a willingness to take ownership of responsibilities and follow matters through to completion. Whether bringing prior estate planning experience or looking to grow into the practice area, this role is well suited for someone eager to learn, contribute, and be part of a team that values collaboration, professionalism, and care in the work they do.

Requirements

• Strong attention to detail and ability to manage structured processes
• Clear, confident, and professional communication with clients
• Ability to manage multiple matters at different stages
• Comfortable learning and working within systems such as Clio and Lawmatics
• A collaborative, reliable team member who follows through
• Candidates with legal experience, client-facing experience, or strong professional maturity are encouraged to apply

Nice To Haves

• A college degree or paralegal certificate
• Prior estate planning experience
• Lawmatics or WealthCounsel experience

Responsibilities

• Conduct intake calls and help pre-qualify estate planning leads
• Guide clients through document collection and next steps
• Create and manage client files in Clio and Lawmatics
• Draft estate planning documents under attorney supervision
• Coordinate with internal and remote drafting support when needed
• Prepare clients and materials for signing meetings
• Assist with post-signing follow-up and file completion
• Serve as a consistent point of contact for clients throughout their matter

Benefits

• Opportunity for bonus or performance-based incentives
• Health insurance with significant employer contribution (approximately 90% of employee overage)
• Dental and vision coverage
• 401(k) with employer contribution (approximately 4%)
• Generous paid time off, including firm holidays and additional discretionary time off around the Christmas holiday

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees